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Provides administrative, client service, sales, and marketing support to financial advisors. Responsibilities include onboarding accounts, following up on transfers and rollovers, scheduling appointments, coordinating seminars and meetings, maintaining marketing materials, tracking referrals, and handling operational duties. Licensed specialists may provide investment guidance, prepare financial plans, and execute trades. The role requires strong organization, communication, computer, and customer service skills.

Leads enterprise IT strategy, governance, infrastructure, cybersecurity coordination, business continuity, technology risk, regulatory compliance, budgets, vendors, audits, and technology initiatives for a community bank. Supervises and develops IT staff, establishes operational standards and priorities, manages performance, and ensures secure, resilient, reliable technology services aligned with business objectives.

Originate residential mortgage loans by marketing to realtors/builders, collecting documentation, running AUS approvals, delivering disclosures, locking rates, and providing timely customer service to meet production goals.

The Commercial Relationship Manager builds relationships with commercial customers to provide financial advice, analyze needs, recommend loan products, and service customer relationships effectively.